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ShareFile Integrations

Content & Files

Put ShareFile to work with AI and enterprise-grade automation

Automate smarter with ShareFile and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Integrate Dropbox with ShareFileIntegrate Dropbox with ShareFile
Dropbox
File Management & Storage
Integrate HubSpot with ShareFileIntegrate HubSpot with ShareFile
HubSpot
Marketing Automation
Integrate Salesforce with ShareFileIntegrate Salesforce with ShareFile
Salesforce
CRM (Customer Relationship Management)
Integrate PandaDoc with ShareFileIntegrate PandaDoc with ShareFile
PandaDoc
Documents
Integrate Docusign with ShareFileIntegrate Docusign with ShareFile
Docusign
Signatures
Integrate Jotform with ShareFileIntegrate Jotform with ShareFile
Jotform
Forms & Surveys
Integrate Amazon S3 with ShareFileIntegrate Amazon S3 with ShareFile
Amazon S3
Amazon, File Management & Storage
Integrate Wealthbox CRM with ShareFileIntegrate Wealthbox CRM with ShareFile
Wealthbox CRM
CRM (Customer Relationship Management)
Integrate Gravity Forms with ShareFileIntegrate Gravity Forms with ShareFile
Gravity Forms
Forms & Surveys, WordPress
Integrate Dropbox with ShareFileIntegrate Dropbox with ShareFile
Dropbox
File Management & Storage
Integrate HubSpot with ShareFileIntegrate HubSpot with ShareFile
HubSpot
Marketing Automation
Integrate Salesforce with ShareFileIntegrate Salesforce with ShareFile
Salesforce
CRM (Customer Relationship Management)
Integrate PandaDoc with ShareFileIntegrate PandaDoc with ShareFile
PandaDoc
Documents
Integrate Docusign with ShareFileIntegrate Docusign with ShareFile
Docusign
Signatures
Integrate Jotform with ShareFileIntegrate Jotform with ShareFile
Jotform
Forms & Surveys
Integrate Dropbox with ShareFileIntegrate Dropbox with ShareFile
Dropbox
File Management & Storage
Integrate HubSpot with ShareFileIntegrate HubSpot with ShareFile
HubSpot
Marketing Automation
Integrate Salesforce with ShareFileIntegrate Salesforce with ShareFile
Salesforce
CRM (Customer Relationship Management)
Integrate PandaDoc with ShareFileIntegrate PandaDoc with ShareFile
PandaDoc
Documents
Integrate Docusign with ShareFileIntegrate Docusign with ShareFile
Docusign
Signatures
Integrate Jotform with ShareFileIntegrate Jotform with ShareFile
Jotform
Forms & Surveys
Integrate Amazon S3 with ShareFileIntegrate Amazon S3 with ShareFile
Amazon S3
Amazon, File Management & Storage
Integrate Wealthbox CRM with ShareFileIntegrate Wealthbox CRM with ShareFile
Wealthbox CRM
CRM (Customer Relationship Management)
Integrate Gravity Forms with ShareFileIntegrate Gravity Forms with ShareFile
Gravity Forms
Forms & Surveys, WordPress

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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Launch your first automated workflow

  • Upload new Jotform submissions as files to ShareFile

    • Jotform logo
    • ShareFile logo
    Jotform + ShareFile
  • Create folders in ShareFile for new Jotform submissions

    • Jotform logo
    • ShareFile logo
    Jotform + ShareFile
  • Upload new Dropbox files to ShareFile

    • Dropbox logo
    • ShareFile logo
    Dropbox + ShareFile
  • Upload new ShareFile files to OneDrive

    • ShareFile logo
    • OneDrive logo
    ShareFile + OneDrive
  • Create folders in ShareFile for new person contacts in Karbon

    • Karbon logo
    • ShareFile logo
    Karbon + ShareFile
  • Add new rows in Glide when new files appear in ShareFile

    • ShareFile logo
    • Glide logo
    ShareFile + Glide
  • Upload new Jotform submissions as files to ShareFile

    • Jotform logo
    • ShareFile logo
    Jotform + ShareFile
  • Create folders in ShareFile for new Jotform submissions

    • Jotform logo
    • ShareFile logo
    Jotform + ShareFile
  • Upload new Dropbox files to ShareFile

    • Dropbox logo
    • ShareFile logo
    Dropbox + ShareFile
  • Upload new ShareFile files to OneDrive

    • ShareFile logo
    • OneDrive logo
    ShareFile + OneDrive
  • Create folders in ShareFile for new person contacts in Karbon

    • Karbon logo
    • ShareFile logo
    Karbon + ShareFile
  • Add new rows in Glide when new files appear in ShareFile

    • ShareFile logo
    • Glide logo
    ShareFile + Glide
  • Copy new files in ShareFile to Google Drive

    • ShareFile logo
    • Google Drive logo
    ShareFile + Google Drive
  • Add new files on ShareFile to Dropbox

    • ShareFile logo
    • Dropbox logo
    ShareFile + Dropbox
  • Upload new OneDrive files to ShareFile

    • OneDrive logo
    • ShareFile logo
    OneDrive + ShareFile
  • Upload new Gmail attachments to ShareFile [Business Gmail Accounts Only]

    • Gmail logo
    • ShareFile logo
    Gmail + ShareFile
  • Create ShareFile client users from QuickBooks customers

    Premium
    Details
    • QuickBooks Online logo
    • ShareFile logo
    QuickBooks Online + ShareFile
  • Copy ShareFile files to Basecamp 2

    • ShareFile logo
    • Basecamp 2 logo
    ShareFile + Basecamp 2
    • Copy new files in ShareFile to Google Drive

      • ShareFile logo
      • Google Drive logo
      ShareFile + Google Drive
    • Add new files on ShareFile to Dropbox

      • ShareFile logo
      • Dropbox logo
      ShareFile + Dropbox
    • Upload new OneDrive files to ShareFile

      • OneDrive logo
      • ShareFile logo
      OneDrive + ShareFile
    • Upload new Gmail attachments to ShareFile [Business Gmail Accounts Only]

      • Gmail logo
      • ShareFile logo
      Gmail + ShareFile
    • Create ShareFile client users from QuickBooks customers

      Premium
      Details
      • QuickBooks Online logo
      • ShareFile logo
      QuickBooks Online + ShareFile
    • Copy ShareFile files to Basecamp 2

      • ShareFile logo
      • Basecamp 2 logo
      ShareFile + Basecamp 2

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • ShareFile triggers, actions, and search
      New Client

      Triggers when a new client is created.

      Trigger
      Polling
      Try It
      • Folder
        Required
      • Description
        Required
      • Note Name
        Required
      Action
      Write
      • Parent Folder
        Required
      • Name
        Required
      • Description
      Action
      Write
      • Folder
        Required
      • File
        Required
      Action
      Write
      • Folder
        Required
      Trigger
      Polling
      Try It
      • Folder
        Required
      • URL Name
        Required
      • Url
        Required
      • Description
      Action
      Write
      • Email
        Required
      • First Name
        Required
      • Last Name
        Required
      • Company
      • Password
        Required
      • Can Reset Password
        Required
      • Can View Settings
        Required
      Action
      Write
      • Api_docs_info
      • Stop on error
        Required
      • HTTP Method
        Required
      • URL
        Required
      • Query string parameters
      • Additional request headers
      • Body
      Action
      Write

    ShareFile Help & Support

    Common questions

    sharefile logo
    About ShareFile
    Securely send, store, and share files – plus discover document workflows designed to improve your client experience.
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